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December 2015 » 401(k) Revenue Sharing Creates...
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Sheldon M. Geller, JD, CPA, AIF
Plan sponsors with fiduciary oversight of their organization's 401(k) plan need to understand the way in which investment management firms apply revenue sharing generated on 401(k) plan asset investments. Revenue sharing is a plan asset and thus must be managed in the best interest of the plan and for the exclusive benefit of plan participants.
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